4,558 hedge funds and large institutions have $1.82T invested in Apple in 2023 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 1,569 increasing their positions, 2,518 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,558
Holders Change
+70
Holders Change %
+1.56%
% of All Funds
71.88%
Holding in Top 10
2,837
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+4.92%
% of All Funds
44.74%
New
193
Increased
1,569
Reduced
2,518
Closed
80
Calls
$57.9B
Puts
$51.4B
Net Calls
+$6.56B
Net Calls Change
+$8.53B
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
4201
Seaside Wealth Management
California
$944K +$194 +1 +0%
LCM
4202
Lunt Capital Management
Utah
$938K +$938K +4,837 New
SSC
4203
Syverson Strege & Co
Iowa
$937K -$5.24K -27 -0.6%
HWM
4204
HighMark Wealth Management
Minnesota
$935K -$205K -1,057 -18%
WHRC
4205
W.H. Reaves & Co
New Jersey
$931K
OQS
4206
Occudo Quantitative Strategies
Florida
$927K -$2.33M -11,988 -71%
IW
4207
Instrumental Wealth
Florida
$926K +$102K +537 +12%
AA
4208
ACT Advisors
North Carolina
$923K -$345K -1,779 -27%
BWA
4209
BlueSky Wealth Advisors
North Carolina
$921K -$3.27M -16,871 -78%
JFG
4210
JMG Financial Group
Illinois
$917K
UI
4211
Unconventional Investor
New Hampshire
$916K -$33.4K -172 -4%
TWA
4212
Tandem Wealth Advisors
Arizona
$915K -$40.3K -208 -4%
WFC
4213
Western Financial Corp
California
$911K +$582 +3 +0.1%
AAM
4214
Ameraudi Asset Management
New York
$909K -$97K -500 -10%
EA
4215
Evolution Advisers
Virginia
$909K
AC
4216
Avant Capital
Louisiana
$907K -$22.3K -115 -2%
BC
4217
Barnett & Company
Tennessee
$905K
TWA
4218
Trellis Wealth Advisors
California
$902K +$194 +1 +0%
PCM
4219
Perkins Capital Management
Minnesota
$902K
VEA
4220
Virtus ETF Advisers
New York
$901K +$901K +4,644 New
CWR
4221
Chico Wealth RIA
California
$900K +$3.88K +20 +0.4%
PWA
4222
Pillar Wealth Advisors
Pennsylvania
$899K -$86.1K -444 -9%
IPW
4223
IronBridge Private Wealth
Texas
$897K +$194 +1 +0%
RP
4224
Riverwater Partners
Wisconsin
$895K -$4.46K -23 -0.5%
MWM
4225
Magnolia Wealth Management
Alabama
$894K +$62.1K +320 +7%